AccountEdge 2021 Upgrade

AccountEdge 2021 - Making Tax Digital Ready

This upgrade is free as part of your annual service agreement.

Important information about AccountEdge and macOS 10.15 Catalina and 11.0 Big Sur compatibility

How to Upgrade

1.  Check which AccountEdge product you currently use:  AccountEdge,  AccountEdge Plus, or AccountEdge Plus NE.

2.  Check the System Requirements.

     Note: AccountEdge 2021 will not operate on macOS 10.15 Catalina or macOS 11 Big Sur

3.  Follow the relevant upgrade guide and video for:

      Video  AccountEdge  &  AccountEdge Plus  -  Upgrade Guide & Video

      Video  AccountEdge Plus Network Edition  -  Upgrade Guide & Video

4.  When prompted in the guide, download your AccountEdge 2021 product:


Are you using Payroll?

    •   You must upgrade to AccountEdge Plus 2021 in order to process payrolls from 6 April 2021.

    •   Please see the End of Year Payroll Guide for full details.


What's new in 2021

AccountEdge 2021 comes with new features and updates including:


  • Use the File> Recents menu to access your 10 most recent company files.
  • Select the account to pay from when paying bills from the To Do List window.
  • Total amount of selected items is displayed on Accounts Payable and Expiring Discounts tabs of the To Do List window.
  • When creating a copy of a Sale or Purchase invoice, the customer or supplier card will default to the same card as the original invoice.


  • 6 April 2021 tax tables and compliance updates.
  • Form P60's can now be printed onto plain paper.


  • Ability to sort transactions by any column-heading in the VAT Reconciliation window, making VAT reconciliation even more simple.
  • Updated VAT Return box descriptions to new requirements.
  • New VAT Type:  Postponed VAT for Imports.
  • New VAT Type:  Domestic Reverse Charge.
  • New VAT Transactions report.

* AccountEdge Mobile for iOS is discontinued from 2021 and has been replaced by the AccountEdge Connect cloud app.